来源：环球网 1月28日，民进中央调研组在沪考察调研期间，专程前往民进会员企业学大教育集团旗下句象书店上海 花木时光里店，就阅读推广与新时代背景下家校社协同育人的创新实践进行深入调研，浦东新区区委常 委、统战部部长孙挺，浦东新区花木街道党工委书记沈英陪同调研。 在调研组组织召开的交流座谈会上，民进中央企业家联谊会副会长、开明慈善基金会副理事长、学大教 育创始人、董事长兼CEO金鑫，浦东新区区委统战部副部长陈琳霞，浦东新区区委宣传部副部长彭薇 芬，浦东新区妇联副主席王丽蓉，上海市委宣传部印刷发行处（促进全民阅读办公室）副处长、一级调 研员王延水，花木街道党工委副书记陈斐轶，民进浦东新区区委会副主委王珏等依次发言，交流阅读推 广与家庭教育协同推进工作的经验与成效。上海民进、妇联各基层组织相关负责同志参加座谈。 彭薇芬在发言中提到，句象书店作为学大教育旗下具有代表性的文化空间，自其上海首店落地浦东以 来，为周边居民特别是青少年群体提供了优质的文化教育资源；这里也逐渐成为民进"开明阅读"专项活 动在浦东落地的重要空间之一，为浦东营造书香社会、推动全民阅读注入了新活力。她表示，区委宣传 部将进一步联合区内书店开展深度合 ...

Core Insights - The education sector experienced a slight increase of 0.15% on January 29, with BoRui Communication leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Education Sector Performance - BoRui Communication (600880) closed at 6.11, up 2.17% with a trading volume of 1.0181 million shares and a transaction value of 630 million [1] - QuanTong Education (300359) closed at 5.68, up 2.16% with a trading volume of 196,700 shares and a transaction value of 11.2 million [1] - DouShen Education (300010) closed at 7.44, up 1.92% with a trading volume of 1.2808 million shares and a transaction value of 960 million [1] - Other notable performances include Action Education (605098) at 45.42, up 0.93%, and XueDa Education (000526) at 38.40, up 0.79% [1] Capital Flow Analysis - The education sector saw a net inflow of 3.5215 million from institutional investors, while retail investors contributed a net inflow of 72.2198 million [2] - However, speculative funds experienced a net outflow of 75.7413 million [2] Individual Stock Capital Flow - DouShen Education (300010) had a net inflow of 50.2106 million from institutional investors, but a net outflow of 33.7840 million from retail investors [3] - China High-Tech (600730) saw a net inflow of 25.6964 million from institutional investors, with retail investors showing a net outflow of 23.2824 million [3] - QuanTong Education (300359) had a net inflow of 5.2657 million from institutional investors, while retail investors had a net outflow of 1.8672 million [3]

Group 1 - Lee & Man Paper Manufacturing (02314) rose nearly 6% after Nine Dragons Paper announced a profit forecast of approximately 2.15 billion to 2.25 billion yuan for the six months ending December 31, 2025, representing a year-on-year increase of 216.0% to 230.7% [1] - New Oriental Education (09901) increased nearly 4% following the release of its financial results for the second quarter of fiscal year 2026, showing a 14.7% year-on-year increase in net revenue and a 244.4% rise in operating profit [1] - Jolywood (06680) surged nearly 7% as rare earth prices continued to rise, with neodymium and praseodymium oxide prices increasing by over 120,000 yuan per ton [1] Group 2 - Chinese property management stocks saw a significant rise, with Sunac Services (01516) up 5.67% and Greentown Services (02869) up 5.81%, as a report predicted an average revenue growth of 6% for property management companies by 2025 [2] - Valiant Pharmaceuticals (09887) gained nearly 4% after receiving FDA fast track designation for its dual-specific antibody LBL-034 for treating relapsed/refractory multiple myeloma [2] - The commercial aerospace sector showed signs of recovery, with Junda Co. (02865) rising 12.1% as the China Aerospace Science and Technology Corporation emphasized the importance of the next decade for developing a strong aerospace industry [2] Group 3 - Aigo Group (00328) experienced a dramatic drop, falling over 88% at one point, with a total market value dropping below 35 million HKD [3] - China Overseas Development (00688) rose over 4.2% as Citigroup's report indicated that the Chinese real estate sector would face significant impairment and margin decline challenges in fiscal year 2025 [3] - Yuegangwan Holdings (01396) increased by 8% after announcing a share placement to raise 108 million yuan, with about 70% allocated for AI computing power cloud service projects [3] Group 4 - Junda Co. (02865) saw a rise of 11.99% as the China Aerospace Science and Technology Corporation held a meeting emphasizing the need to overcome challenges in commercial rocket launches and reusable technology [4] Group 5 - In the US market, New Oriental (EDU.US) rose 5.32% after reporting a net revenue of 1.191 billion USD for the second quarter of fiscal year 2026, a 14.7% year-on-year increase [5][6] - Semiconductor equipment and materials sector saw gains, with Texas Instruments (TXN.US) up 9.94% as it projected first-quarter revenue between 4.32 billion and 4.68 billion USD, slightly above analyst expectations [5] - Storage sector stocks surged, with Seagate Technology (STX.US) up 19.14% as it projected third-quarter revenue of 2.9 billion USD, significantly higher than analyst estimates [5]

美银证券发布研报称，新东方-S截至11月止第二财季的收入及利润率均胜预期。收入增长加速至15%， 并高于9%至12%的指引。非通用会计準则经营利润率扩阔4.8个百分点，亦按季加速，同时高于指引 的"逾1个百分点"。公司对截至2月止第三财季的收入增长指引为11%至14%，并将5月底止全财年收入 指引上调至53亿至55亿美元，即按年增长8%至12%，高于原先指引的5%至10%，主要动力来自K12业 务、东方甄选及海外备考业务跌幅收窄。 新东方-S(09901)涨超4%，截至发稿，涨4.03%，报46.56港元，成交额1.79亿港元。 消息面上，1月28日，新东方-S发布截至2025年11月30日止的2026财年第二季度财务业绩公告，该集团 2026财年第二季度的净营收同比上升14.7%至11.91亿美元；经营利润同比上升244.4%至6630万美元；新 东方股东应占净利润同比上升42.3%至4550万美元。于2026财年上半年，净营收约27.14亿美元，同比增 长9.7%。经营利润约3.77亿美元，同比增长20.7%。新东方股东应占净利润约2.86亿美元，同比增长 3.2%。 ...

Core Insights - The SAT preparation market is experiencing a significant shift as Google's Gemini AI introduces a free full-length practice test feature, which allows users to generate complete mock exams and receive instant feedback, error analysis, and personalized learning suggestions [1][2] - This change indicates a potential revaluation of standardized tutoring services, as the most scalable and standardized parts of the preparation process are now accessible at a lower cost, impacting the pricing logic of traditional tutoring services [2][5] Group 1: Changes in SAT Preparation - The expensive components of SAT preparation are not just the answers to questions but the entire service chain that includes full-length mock exams, error diagnosis, and learning schedule management [2][4] - Gemini's free SAT feature integrates mock testing, feedback, and content supply into a unified platform, challenging traditional high-cost tutoring models [2][4] Group 2: Impact on the Tutoring Industry - The introduction of free AI tutoring tools is expected to pressure the mid-tier products in the SAT preparation market, such as subscription-based question banks and standardized explanation courses, which are highly standardized and easily replaceable [5][6] - Companies like Chegg are already feeling the impact of AI competition, leading to layoffs and business restructuring as students shift towards free AI tools for learning support [6] Group 3: Educational AI Competition - The competition in educational AI is intensifying, with other platforms like OpenAI and Khan Academy also enhancing their AI offerings to provide more integrated learning support [7] - The shift towards process-oriented learning support indicates that platforms are not just competing on AI capabilities but also on how they engage students in their learning journeys [7] Group 4: Future of Standardized Testing - The introduction of free AI tutors raises questions about how learning outcomes will be reliably measured, as the tools can provide extensive support but do not inherently validate student capabilities [11][12] - The educational system will need to redefine the boundaries of AI usage in testing and teaching, ensuring that certain aspects remain independent of AI tools to maintain the integrity of assessments [11][12]

Core Insights - Beijing University has announced the selection of students for its 2026 "Excellence Talent Training Program" in Physics, with a student from Jiangsu Province's Jingjiang High School successfully making the list. The program aims to select no more than 100 students who excel in physics and have a strong desire to contribute to global scientific advancements and national development strategies [1] Group 1: Education Initiatives - Jingjiang has implemented a series of measures since 2025 to enhance educational resources, improve teaching quality, and develop top-tier faculty, aiming to make "quality education" a core competitive advantage for the city [1] - The city has achieved significant educational reforms, becoming the first in the Taizhou region to establish a "National Universal and Affordable Preschool Education City" and a "National Quality Balanced Development City for Compulsory Education" [2] - Jingjiang has completed a five-year educational equipment enhancement plan, optimizing the learning environment with 90% of quality kindergartens and 100% of compulsory education schools meeting provincial modernization standards [1][2] Group 2: High School Development - The new campus of Xieqiao Middle School officially opened in the fall semester of 2025, marking a significant achievement in the city's efforts to enhance the quality of ordinary high schools [2] - Jingjiang has established a "1+3+X" talent cultivation mechanism for innovative students, leading to breakthroughs in both college entrance examination quality and the training of top talents, with four students winning first prizes in the national Olympiad in the Jiangsu region [2] Group 3: Teacher Development - The city is focused on cultivating a high-quality, professional teaching workforce, implementing various talent development policies, including a plan for "educator-type principals" and regular training camps for future leaders [2] - In 2025, eight individuals were recognized as senior teachers, three as provincial teaching masters, and a record number of 112 teachers won awards in provincial and municipal competitions [2] Group 4: Educational Ecosystem - Jingjiang emphasizes creating a positive educational ecosystem, developing "Five Good" campus meals, and exploring integrated childcare models, with 29 public kindergartens providing affordable childcare services [3] - The city aims to enhance educational quality across all stages and establish itself as a model for balanced quality education, providing stronger talent support and intellectual resources for local economic and social development [3]

Core Insights - The government work report addresses concerns and expectations regarding the development of Hainan Free Trade Port after its closure, emphasizing strategic, guiding, and actionable elements. Healthcare - The proposal encourages the introduction of policies to attract medical talent to grassroots levels, enhancing financial performance subsidies for local medical institutions and promoting a transparent performance distribution system [1] Energy - A focus on transforming Hainan's energy structure is suggested, with an emphasis on developing clean energy and optimizing industrial structures to meet the demands of the Free Trade Port [2] Digital Economy - The establishment of a core platform for the digital economy is recommended, aiming to enhance data flow and compliance, and support the construction of high-performance computing centers [3] Consumer Economy - The development of a "first store economy" is encouraged to enhance consumer experience and promote zero-tariff policies for daily necessities, along with the establishment of a "duty-free account" for residents [4] Electric Vehicle Management - Suggestions include the promotion of smart charging stations with integrated management platforms and regular inspections of electric vehicle sales and repair shops to combat illegal activities [5] Digital Product Passport - A unified digital product passport information platform is proposed to facilitate data sharing and support pilot projects in specific regions [6][7] Agricultural Products - The establishment of a special group for deep processing of agricultural products is recommended to support high-value product development and innovative farming models [8] Ecological Protection - Emphasis is placed on leveraging local resources to develop unique industries in central ecological areas, transforming natural resources into economic benefits [9] Farmer Income Increase - The creation of a provincial agricultural product information platform is suggested to connect farmers with enterprises, addressing sales concerns [10] Transportation - The proposal includes planning for a new high-speed train station to enhance transportation accessibility and support local economic development [11] Traditional Chinese Medicine - The integration of traditional Chinese medicine into the tourism industry is recommended to leverage local resources and promote health tourism [12] Cultural Promotion - Increased efforts to promote local cultural heritage through various platforms are suggested to attract tourists and enhance community engagement [13] Culinary Brand Development - The creation of a public brand for "Hainan Li Family Banquet" is proposed, focusing on talent cultivation and industry integration [15] Education - A proposal for a seamless talent cultivation program across different educational levels is suggested to enhance educational quality and international project implementation [16] Cross-Regional Industry Chain - The establishment of a cross-border venture capital fund is recommended to support strategic emerging industries and optimize investment ecosystems [17] Intangible Cultural Heritage - The integration of intangible cultural heritage into the education system is proposed, promoting cultural activities within school curricula [18]

Major Events - Cao Cao Travel (02643) plans to place up to 12 million shares at a discount of approximately 8.97%, aiming to raise about HKD 383 million [1] - Bio-Asia (02315) intends to increase capital in Jiangsu Bio-Asia through a debt-to-equity swap [1] - Beijing Energy International (00686) subsidiary plans to acquire 70% equity in Yangzhou Tai Run Low Carbon Technology Development for RMB 248 million [1] - Ruipu Lanjun (00666) intends to invest a total of RMB 50 million to acquire and increase capital in Fuan Guolong Nano Materials Co., Ltd. for 10.8696% equity [1] Financial Data - Qingdao Bank (03866) reported a net profit attributable to shareholders of RMB 5.188 billion for 2025, an increase of 21.66% year-on-year [1] - New Oriental-S (09901) reported a 42.3% year-on-year increase in net profit attributable to shareholders for the second quarter, reaching USD 45.5 million [1] - Huaxin Cement (06655) expects a net profit attributable to shareholders for 2025 to be between RMB 2.7 billion and RMB 2.95 billion, representing a year-on-year increase of 11.6% to 21.9% [1] - Nine Dragons Paper (02689) issued a profit warning, expecting a mid-term profit of approximately RMB 2.15 billion to RMB 2.25 billion, a year-on-year growth of 216.0% to 230.7% [1] - Yunzhisheng (09678) anticipates annual revenue from large model-related businesses to be approximately RMB 600 million to RMB 620 million, a year-on-year increase of about 1057% to 1095% [1] - Oriental Selection (01797) reported a mid-term profit attributable to shareholders of RMB 239 million, marking a turnaround from loss to profit [1] - Meilian Group (01200) reported a pre-tax profit of approximately HKD 460 million for the first 11 months of 2025, expecting significant profit growth for the 2025 fiscal year [1]

Core Viewpoint - Tianli International Holdings (01773) plans to exercise a general mandate approved at the upcoming annual general meeting to repurchase shares, aiming to enhance sustainable operations and maximize shareholder value [1] Group 1: Share Repurchase Authorization - The company is authorized to repurchase up to 10% of the total issued shares, which amounts to a maximum of 209 million shares, excluding 13.227 million shares already repurchased and 3.6 million shares held as treasury stock [1] - The board has decided to utilize a maximum total of HKD 200 million for share repurchases in the open market, with the actual repurchase price not exceeding 5% of the average closing price over the preceding five trading days [1] Group 2: Strategic Considerations - The decision for the share repurchase plan is based on a comprehensive assessment of the company's current operational and financial conditions, as well as future development prospects [1] - The board believes that the share repurchase plan aligns with the overall best interests of the company and its shareholders [1]

柯木塱村作为天河北部重要门户，广汕路穿村而过，现状旧厂旧村交织，空间利用低效且城市风貌欠 佳；凌塘村坐落于火炉山森林公园南麓，生态与城市界面品质亟待提升。柯木塱村、凌塘村城中村改造 项目本次纳入《方案》面积约47公顷，规划涵盖居住、商服用地及复建安置用地。《方案》实施后，将 依托火炉山、凤凰山等生态资源，通过建设门户公园、贯通山水廊道实现增绿提质，同时为天河智慧城 补充高品质居住、产业空间及公共服务配套，协同广汕路、华观路沿线更新，打造产城融合廊道，全面 提升天河东部门户形象与发展能级。 近日，《广州市天河区2025年度土地征收成片开发方案（第三批）》（以下简称《方案》）顺利获得批 复。《方案》总面积及拟实施征收集体土地面积均为95.1684公顷，将为柯木塱村、凌塘村城中村改 造、天河智谷广棠片区、国际教育园区等重点项目提供土地资源要素保障。 广棠片区城市设计鸟瞰效果图。 天河国际教育园区周边教育文化资源聚集，周边4公里直径范围内，分布约28所大学、职业学校以及中 小学，资源集聚效应凸显。针对该园区服务配套相对滞后的现状，《方案》纳入国际教育园区土地收储 项目剩余地块6.4618公顷，主要开发用途为商业商务用 ...